Leo Wealth LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Leo Wealth LLC’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$924K	Buy	15,081 +457	+3%	+$24.5K	0.07%	192
2025 Q4	$654K	Buy	14,624 +1,982	+16%	+$88.3K	0.05%	224
2025 Q3	$565K	Sell	12,642 -8,020	-39%	-$351K	0.07%	163
2025 Q2	$876K	Buy	20,662 +1,348	+7%	+$56.1K	0.07%	179
2025 Q1	$902K	Sell	19,314 -98	-0.5%	-$4.42K	0.13%	133
2024 Q4	$831K	Sell	19,412 -3,384	-15%	-$154K	0.07%	173
2024 Q3	$1M	Buy	22,796 +1,092	+5%	+$48.8K	0.09%	155
2024 Q2	$989K	Buy	21,704 +566	+3%	+$26.4K	0.1%	147
2024 Q1	$998K	Sell	21,138 -78	-0.4%	-$3.35K	0.1%	153
2023 Q4	$894K	Buy	+21,216	New	+$907K	0.09%	147

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Leo Wealth LLC's XLE Position: Q1 2026 in Review

Leo Wealth LLC increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.1% in Q1 2026, buying an estimated $24.5K and bringing the position to 15,081 shares worth $924K. The position accounts for 0.07% of the portfolio, ranked #192.

Leo Wealth LLC first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1M in Q3 2024. 2,114 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Leo Wealth LLC held 15,081 shares of State Street Energy Select Sector SPDR ETF worth $924K as of Q1 2026.
Leo Wealth LLC bought 457 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $24.5K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #192 holding.
Leo Wealth LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's State Street Energy Select Sector SPDR ETF position peaked at $1M in Q3 2024.
2,114 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.